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MNE3704 ASSESSMENT 5 SEMESTER 2 2023
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MNE3704 ASSESSMENT 5 SEMESTER 2 2023
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BMZ ACADEMYBMZ ACADEMY
@061 262 1185/068 053 8213/0717 513 144
BMZ ACADEMY 061 262 1185/068 053 8213/0717 513 144
, BMZ ACADEMY
Table of Contents
QUESTION 1 ............................................................................................................. 3
1.1 What is estate planning, and what are the three processes that it involves? (4)
................................................................................................................................ 3
1.2 Discuss three (3) approaches to estate planning that family business owners
can adopt. (6) ......................................................................................................... 3
1.3 Briefly describe the five-step estate planning process. (5)................................ 4
QUESTION 2 ............................................................................................................. 5
Briefly discuss why is it so important to have a formal governance structure for the
business and the family. (10) ...................................................................................... 5
QUESTION 3 ............................................................................................................. 7
What are the three (3) capital sources that must work together in an owner’s plan?
(6) ............................................................................................................................... 7
QUESTION 4 ............................................................................................................. 8
4.1 The DuPont method is an excellent way to quickly assess the financial strengths
of the business. Which three areas does it focus on? (3) ........................................... 8
4.2 Describe six (6) underlying factors that impact on value. (6) ................................ 8
Bibliography ............................................................................................................. 10
BMZ ACADEMY 061 262 1185/068 053 8213/0717 513 144
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